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Duke Energy

2,338 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 997 increasing their positions, 816 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.35% more ownership

Funds ownership: 68.44%68.79% (+0.35%)

5% less capital invested

Capital invested by funds: $65.9B → $62.7B (-$3.22B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

Holders
2,338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$619M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
2226
1 North Wealth Services
Maryland
$21.4K
AW
2227
Ankerstar Wealth
Texas
$21.4K
GWM
2228
Greenline Wealth Management
Florida
$21.3K
FCG
2229
Financial Connections Group
California
$21K
CH
2230
CDKV Holdings
Colorado
$20.9K
MWM
2231
Mascoma Wealth Management
New Hampshire
$20.6K
HWP
2232
Highline Wealth Partners
California
$20.4K
EC
2233
Elequin Capital
New York
$20.4K
JGCM
2234
Joseph Group Capital Management
Ohio
$20.3K
LWCFA
2235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.2K
VWM
2236
Valley Wealth Managers
New Jersey
$20K
BA
2237
Blueline Advisors
New Hampshire
$19.9K
SRCM
2238
Signature Resources Capital Management
California
$19.8K
HHMI
2239
Howard Hughes Medical Institute
Maryland
$19.6K
DFA
2240
DHJJ Financial Advisors
Illinois
$19.3K
RS
2241
Rakuten Securities
Japan
$19.3K
WAG
2242
Wiser Advisor Group
Arizona
$18.7K
OCM
2243
Orion Capital Management
California
$18.6K
SA
2244
SRH Advisors
Kansas
$18.2K
MCM
2245
MidAtlantic Capital Management
Virginia
$18.2K
PIS
2246
POM Investment Strategies
North Carolina
$17.6K
OC
2247
Optima Capital
Oregon
$17.5K
RWPA
2248
Richard W. Paul & Associates
Michigan
$17.5K
RAM
2249
Ramirez Asset Management
New York
$16.9K
KG
2250
Kilter Group
New York
$16.6K